Unclaimed
Kevin Hennessy is a financial advisor at Money Concepts Capital Corp. Kevin has been in the financial services industry since 1995. Kevin has experience working at a number of financial firms, including Country Club Financial Services, Inc., M&I Brokerage Services, Inc., Gold Capital Management Inc., Commerce Brokerage Services, Inc., and UMB Scout Brokerage Services, Inc. Kevin is licensed to provide investment advice in a number of states, including Arizona, Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Illinois, Kansas, Maryland, Minnesota, Missouri, Nebraska, New Jersey, North Dakota, Oklahoma, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
MO
11/08/2017 - Present
Money Concepts Capital Corp. (SAINT PETERS MO)
KS
10/16/2006 - 12/01/2017
COUNTRY CLUB FINANCIAL SERVICES, INC. (MISSION WOODS KS)
KS
06/01/2006 - 10/12/2006
M&I BROKERAGE SERVICES, INC. (LEAWOOD KS)
KS
10/02/2001 - 06/01/2006
GOLD CAPITAL MANAGEMENT INC. (SHAWNEE KS)
MO
04/22/1999 - 09/04/2001
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
MO
07/06/1995 - 03/17/1999
UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
IA
Issued 03/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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